Elements review
A focused financial-health platform for advisory firms, with monitoring, reporting, and client workflows.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Elements is financial planning and financial wellness software for financial advisors and advisory firms. Its focus is financial-health monitoring: advisors can collect client data, organize Financial Vitals across 11 metrics, create scorecards, produce one-page financial plans, and support ongoing client conversations. Client-facing reports, dashboards, automated scorecard progress reports, and a mobile app extend the workflow beyond advisor-only analysis. It is a strong fit for firms that want a financial-health layer for recurring monitoring and advice conversations rather than a single tool for every detailed planning need.
Pricing is structured by advisory firm per month, with monthly billing. Starting is free for 0–5 clients. Core costs $149 per month and adds unlimited clients, planning and monitoring workflows, financial health tracking, and client-facing reporting and dashboards. Pro costs $299 per month and adds unlimited clients alongside account aggregation with Plaid and Morningstar, AI features, messaging, and mobile tools. The published plans make Core the main step up for firms that need broader client workflows, while Pro is aimed at firms that also want account-data integrations and additional communication features.
Elements fits firms that prioritize financial-health scorecards, client data collection, progress reporting, and a structured way to keep advice conversations focused. Its integrations with Plaid, Morningstar, and Zapier support a wider workflow, while the client-facing experience includes reports, dashboards, a mobile app, and messaging on Pro. Firms seeking detailed cash-flow, tax, goal, scenario, insurance, or investment planning should choose a more comprehensive planning system instead. Elements is better suited to advisory practices that want monitoring and financial orientation to be central, with detailed projections handled elsewhere when needed.
Elements pros and cons
- Where it wins
- Financial Vitals cover 11 financial-health metrics
- Client-facing reports, dashboards, scorecards, and progress reports
- Pro adds Plaid, Morningstar, AI, messaging, and mobile tools
- Where it doesn't
- Detailed cash-flow and scenario planning are outside its core focus
- Starting is limited to 0–5 clients
- The platform is available on the web
Elements fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update